Sourcing
Firms
People
Sources
David Alan Ortiz
C
0
IAR CRD 7262721
·
Industry start 2022-03-24
Identity
Legal name
David Alan Ortiz
brokercheck
CRD
7262721
NPN
—
Career
Previous employments
OSAIC WEALTH, INC.
2023-10-05
ARVEST WEALTH MANAGEMENT
2020-07-21
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2022-03-24
brokercheck
Est. age
26
brokercheck
Age confidence
—
Est. birth year
2000
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
Yes
brokercheck
Private residence
No
Firm affiliations
1
L&S PRIVATE WEALTH, LLC
IAR
CRD 339946